Video: The 40% Conundrum (Navigating with Limited Visibility)

21 NOVEMBRE 2025

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Global fixed income markets are entering a more uncertain phase following the Fed’s second consecutive rate cut and delayed U.S. data releases. Watch our latest video to observe how investors can stay flexible and focused on income in our November outlook.

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Consilient Observer

Opportunities and Expectations: The Present Value of Growth Opportunities in Valuation

Stock prices reflect the value of current earnings and the option to make investments that create value, the present value of growth opportunities (PVGO). We analyze how PVGO as a percentage of price serves as a measure of market timing and find it has some use. Next, we observe that the stocks of companies with low PVGO percentages outperformed those with high percentages. Lastly, a simple analysis suggests the PVGO percentage provided a higher return than the value factor in recent years.

18-giu-2026

Takeaways & Key Expectations

Equity Market Commentary - June 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

17-giu-2026

Press Release

MSREI Acquires Metra Living from LQ in Partnership with Ridgeback Group for 1.045 Billion

Morgan Stanley Investment Management, through investment funds managed by Morgan Stanley Real Estate Investing (MSREI), alongside Ridgeback Group (Ridgeback), announced today the acquisition of the Private Rented Sector (PRS) business of London & Quadrant Housing Trust (L&Q), which trades as Metra Living, for a total enterprise value of £1.045 billion.

16-giu-2026

Articolo

Growth, Value or Both? What the 2026 Russell Reconstitution Means for Investors

FTSE Russell’s 2026 reconstitution highlights major shifts in market-cap cutoffs, blurred lines between growth and value, and rising concentration in value indexes. With mega-cap tech names appearing across style benchmarks, investors may be less diversified than labels suggest. The takeaway: look beyond index names and focus on underlying holdings.

15-giu-2026